Our services cover
a wide range of options for your financial planning needs. You can
choose from:
Consultations: Financial
Coaching Packages
Do-it-yourself
financial plans
Suitable for clients who would like to learn the fundamentals of personal financial planning and who want guidance through the process of developing their own financial basic plan, but aren't looking for a written financial plan prepared by a financial planner.
1. Kick start your financial plan
This package is most appropriate for clients who are looking for basic financial direction and/or clients who are having difficulties managing their money.
Benefits: You will have a financial roadmap in place, basic financial knowledge and the confidence that you can balance your current lifestyle with your retirement and other savings goals.
2. Build your own financial plan
Designed for clients who want to ensure that all aspects of their financial life are addressed and taken care of.
Benefits: You will feel more knowledgeable and confident in your ability to manage your own finances. You will have the tools, techniques and practical knowledge to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors).
Do-it-yourself
financial plansSuitable for clients who would like to learn the fundamentals of personal financial planning and who want guidance through the process of developing their own financial basic plan, but aren't looking for a written financial plan prepared by a financial planner.
1. Kick start your financial planThis package is most appropriate for clients who are looking for basic financial direction and/or clients who are having difficulties managing their money.
Benefits: You will have a financial roadmap in place, basic financial knowledge and the confidence that you can balance your current lifestyle with your retirement and other savings goals.
2. Build your own financial planDesigned for clients who want to ensure that all aspects of their financial life are addressed and taken care of.
Benefits: You will feel more knowledgeable and confident in your ability to manage your own finances. You will have the tools, techniques and practical knowledge to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan. You will also learn how to select and manage other financially related professional advisors more confidently (lawyers, accountants, investment advisors).
